Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
George Christopher Jenkins IIAllstate Financial Services, LLCCountry Capital Management Company02-11-2019
Heather Rogers HollowayAllstate Financial Services, LLCNationwide Securities, LLC10-19-2018
Jason Haynes ParrottAllstate Financial Services, LLCState Farm VP Management Corp.11-22-2017
Melanie Lane LumpkinAllstate Financial Services, LLCPrincipal Securities, Inc.12-06-2016
Sylvester WashingtonAllstate Financial Services, LLCTransamerica Financial Advisors, Inc08-08-2016
James Alan BolfikAllstate Financial Services, LLCNYLIFE Securities LLC02-19-2016
Keysha Diane DavisAllstate Financial Services, LLCState Farm VP Management Corp.02-03-2016
David W. PenceAllstate Financial Services, LLCCountry Capital Management Company01-26-2015
Jason Edward BarnesAllstate Financial Services, LLCINVEST Financial Corporation06-16-2014
Matthew Daniel GreeneAllstate Financial Services, LLCAmeriprise Financial Services, Inc.05-02-2013
Emmet Nels NelsonAllstate Financial Services, LLCNYLIFE Securities LLC08-16-2012
Timothy William FetherAllstate Financial Services, LLCThe Huntington Investment Company09-08-2011
Michael Shaun McGarryAllstate Financial Services, LLCNYLIFE Securities LLC05-23-2011
Matthew Jonathan MurphyAllstate Financial Services, LLCWells Fargo Clearing Services, LLC01-05-2011
Matthew Malcolm BanksAllstate Financial Services, LLCWaddell & Reed$1004-05-2010
Roger Allen St. LiferAllstate Financial Services, LLCBanc of America Investment Services, Inc.$1002-20-2009
John Winston McGilchristAllstate Financial Services, LLCPrincipal Securities, Inc.$5007-30-2013

Showing 1 to 17 of 17 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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